04-24-2013 07:21 AM
Hello,
I created a tab for clients' "Children" fields and dates of birth.
How can I get the inputs (the data) to automatically show up in the spouse's contacts fields?
Thank You
Phil
04-24-2013 08:31 AM
You can't. I don't think there is even an addon for that. The better organization would be to make the children separate contacts and link the family together using Relationships.
04-24-2013 01:55 PM - edited 05-14-2013 07:16 AM
Your only way to do anything like that would be to use the compan view for the "family" and link the company fields to the contact fields for each member of the company. Probablyl more work that necessary.
An easy work around be to use the first person to contact you (or the husband) just be consistant, and then use the relationship tab to link the spouse to the main record for the family. The fields wont puss down, but it would be easy to go to the original record for the info.
Jon Klubnik| ActTrainer.com
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ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider
04-25-2013 05:57 AM
Thank you both for the feedback.
Phil